โ@solana is the natural place to start. Itโs where the liquidity, capital, and users already are. Itโs a no brainer for us to go where the users are already.โ - Yoav Cohen, @taodotcom Founder & CEO
๐ @toly on why blockchain exists, and it goes back to the 1800s railroad boom:
"A lot of the US financial system was developed pre-internet, pre-World War II, and it's quite excellent. The reason why it's really good is because it failed a lot over 100 years ago during this massive railroad boom.
Your neighbor could sell you a stock certificate to some railroad company. You don't know if that's a valid stock certificate. You don't know if the railroad company is valid, if they're actually building anything, and if the railroad itself is profitable.
They create a fake one of a fake company. They create a fake one of a real company. Somebody creates a shell that is all real company. Everything's registered, but they don't actually build any railroads. They just take the capital and run. A whole bunch of ways that this thing could fail.
This is kind of what a blockchain solves."
โ @toly, Co-Founder of Solana Labs, on @ThePeelPod with @TurnerNovak
.@Pedromiranda of @solana - "Institutional interest and activity on Solana is at an all-time high. When you look at stablecoins on Solana, we have $18 billion digital dollars on Solana today.
But as a result of regulatory clarity, you are seeing these large institutions, whether it be BlackRock, Apollo, or Franklin Templeton, issue their flagship products on Solana as tokenized versions. So anyone with an internet connection can open up @phantom and actually purchase BlackRock BUIDL.โ
โPedro Miranda from the Solana Foundation at @sxsw with Rodolfo Gonzalez of @FoundationCap
finance is now an entertainment industry
just as TV, books, and news were swallowed by shortening attention spans, it is now finance's turn
everything will trade like crypto
Kristin Smith, President of the Solana Policy Institute, on how public blockchains do one thing:
โPublic, permissionless blockchains do one thing with elegant simplicity: They create a shared, programmable ledger that can be read by anyone and corrupted by no one.
Assets can be issued on that ledger, transferred between parties, and settled with finality. Instantly, transparently, and without the need of a series of intermediaries to vouch for the transaction.
But not all blockchains are built to carry the weight of global finance. The technology has been around long enough that we can distinguish between networks that are science projects and networks that are infrastructure.
Solana is infrastructure. Solana is built from first principles to achieve the performance profile that global markets and payments demand. It processes transactions in milliseconds. Itโs capable of handling tens of thousands of transactions per second under real world conditions. And the average transaction on Solana costs a fraction of a cent, a fee so low that it effectively eliminates cost as a variable.โ
โ Kristen Smith at the Solana Policy Institute Summit 2026
.@rajgokal on the bet behind building Solana:
"Let's just go build the thing we know would be designed today, given what we know about the limitations of Ethereum scalability, let's build with Moore's law in mind, assuming that hardware is going to get cheaper over time, which it has.
And let's build it from scratch, just optimizing in every single engineering decision for performance so that if there's some high performance thing that comes up that people really need, the most scalable, the most fast, the most cheap blockchain for, we'll have the best thing for that."
โ @rajgokal, Co-founder of @solana, on @siliconvalleymm's Silicon Valley Girl
.@bitwise CIO @HHorsley - one thing that makes @solana so unique:
"One thing thatโs really unique about Solana, which you feel here at Breakpoint, is itโs designed and community-oriented specifically for that use case, for internet capital markets.
The things that Toly and others are talking about are solving pain points specific to that use case of being the platform on which assets around the world trade all day.
And thatโs a little bit different than you hear from other communities, which may have more diverse use cases, which are also interesting.
I do think when you think about Solana, itโs going after this particular use case, which is easy for our institutional investors to see and imagine. And the design choices and the community choices are oriented specifically around that thing."
@stabledash
.@bitwise CIO @HHorsley - one thing that makes @solana so unique:
"One thing thatโs really unique about Solana, which you feel here at Breakpoint, is itโs designed and community-oriented specifically for that use case, for internet capital markets.
The things that Tully and others are talking about are solving pain points specific to that use case of being the platform on which assets around the world trade all day.
And thatโs a little bit different than you hear from other communities, which may have more diverse use cases, which are also interesting.
I do think when you think about Solana, itโs going after this particular use case, which is easy for our institutional investors to see and imagine. And the design choices and the community choices are oriented specifically around that thing."
@stabledash
๐บ๐ฒ @calilyliu on why crypto's natural home is the U.S.:
"It's been such a long time coming that the U.S. should be the leader in crypto. It's at the intersection of tech and finance. It's pushing the boundaries of the things that the U.S. is already far and away the world leader in, which is technological innovation."
โ @calilyliu, President of the Solana Foundation, on @CryptoAmerica_@solana
๐ฆ @armaniferrante on why crypto exchanges are just the beginning:
"The financial institution, the regulated centralized exchange is a big pipe. It's a big pipe of value flowing from the traditional economy into the crypto economy. And that's like its fundamental role...
When you're able to build that stack, you can then build things that have never been built before. And so, for example, if you just go use the product and it's like intuitively very clear... you can just literally see you buying Micron technology on Nasdaq and then withdrawing it to Solana. And I think it was like 20 seconds at the speed of a token. You just buy it, you get filled, withdraw and you're out.
And so that I think really illustrates what we really try to be on the frontier of is just like being very kind of crypto native and bringing everything that blockchains give you to the context of a regulated financial institution."
โ @armaniferrante, Founder & CEO of Backpack
๐ Catherine Gu of @solana on why stablecoins are set to transform cross-border payments:
"If you look at things like receivables or account payables, we're looking at 30 days, 40 days lag time for which money actually gets paid. None of those things should actually be true down the road. And this is where blockchain really comes in to power that new kind of financial rail...
Stablecoin is that instrument essentially to be conducted on that. So I would fully expect that there's going to be a lot more traffic in terms of stablecoin usage for cross-border payments."
โ @CatherineGu_